Your Lead Management System (LMS) is a single place to view, manage, and collaborate on leads, add and remove Users and Agents to your account, update your settings, and more. This 7-minute tutorial will walk you through all of the features. Use the time stamps below the video to skip to specific parts of the video.
0:00 - Introduction to Lead Management System (LMS)
0:14 - Accessing your LMS / Logging into your account
0:39 - LMS Dashboard
1:00 - Leads overview
1:30 - Editing leads in panel view
1:45 - Adding and using tags
2:17 - Assigning leads and scheduling follow-up dates
2:50 - Creating notes for leads
3:00 - Searching for and finding leads in your LMS
3:18 - Using the leads table
3:45 - Users and user roles overview
4:27 - Wright Brothers Agent recruiting websites
5:15 - Adding or deleting new Users to your account
5:54 - Settings overview
6:07 - User settings
6:16 - Importing or exporting leads
6:43 - Brokerage settings
